taxzone_pro

As we approach the new year, I am now accepting new clients. To ensure a smooth and timely process, please review and complete the checklist below:

Client Preparation Checklist:
• Confirm that your current employer and any previous employers have your updated mailing address on file.
• Ensure your government-issued ID or driver’s license is valid and not expired.
• For new parents, please have your child’s Social Security number readily available.

Completing these items in advance will help prevent delays and allow us to serve you efficiently. Thank you for your cooperation.

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